2023 Form 5500 filing — Penn Highlands Huntingdon 403(B) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241220164214NAL0004034323001) for Penn Highlands Huntingdon 403(B) Retirement Plan, reported by J.C. Blair Memorial Hospital under EIN 23-1352159 and plan number 002. It reports 1,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220164214NAL0004034323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.C. Blair Memorial Hospital
- EIN
- 23-1352159
- Plan number
- 002
- Location
- Huntingdon, PA
- Participants
- 1,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,482
- Total liabilities (EOY)
- $333,482
- Net assets (EOY)
- $0
- Employer contributions
- $333,482
- Participant contributions
- $593,692
- Total income / additions
- $3,775,216
- Benefits paid
- $2,972,953
- Administrative expenses
- $37,738
- Total expenses
- $3,010,691
- Net increase / (decrease)
- $764,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORED KEEPER | $37,318 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |